The prospect of a Joe Biden presidency with a Republican-held senate is an ideal outcome for markets, said Charles Myers, founder and chairman of Signum Global Advisors, during the Canadian Investment Review’s Investment Innovation Conference in November. Speaking the morning after the election, Myers said Republicans’ expected continued control of the senate would have “very […]
President-elect Joe Biden will inherit a vulnerable economic recovery under threat from a resurgent virus, likely with a divided Congress that will hinder his ability to address the challenges. Yet despite the obstacles, the former vice-president and senator will pursue a drastic shift in America’s economic policy. He has vowed to reverse much of the […]
With U.S. stock prices exceeding pre-coronavirus highs and credit spreads nearly as tight as before the pandemic, investors are signalling overconfidence in the market, says Rob Almeida, portfolio manager and global investment strategist at MFS Investment Management. While polls and betting odds appear to be favouring a Joe Biden win, that doesn’t align with what […]
In China, keeping the novel coronavirus under control is key to maintaining the economic recovery, and there are reasons to be optimistic, despite a breakdown in U.S.-China relations. In the last two weeks of August, there were a total of only 187 new coronavirus cases in China, and none of those were the result of […]
The Federal Reserve took massive emergency action Sunday to try to help the economy withstand the coronavirus by slashing its benchmark interest rate to near zero and saying it would buy $700 billion in Treasury and mortgage bonds. The Fed’s surprise announcement signalled its rising concern that the viral outbreak will depress economic growth in […]
U.S. business economists are slightly more optimistic about economic growth than they were three months ago, and most foresee sales at their companies remaining solid. Those findings emerge from the latest survey by the National Association for Business Economics being released Monday. It found that 67 per cent of the business economists who responded to […]
As talks of U.S.-China trade tensions dominate headlines, many investors are keeping a close watch. On June 29, 2019, U.S. President Donald Trump and Chinese leader Xi Jinping met on the margins of the G20 in Japan. What really stood out from the meeting is that an agreement was reached to resume trade negotiations, says […]
With the Democrats taking control of the House of Representatives in the midterm elections, Angus Sippe, portfolio manager at Schroders shares his views on what the election outcomes may mean for investors. “I think that the split congress that was the result has been historically very positive for markets because of the effectively benign outcome on […]
Coverage of the 2017 Risk Management Conference.
Amidst rising populism, the realities of labour will keep people moving across borders.